The Intersection of Financial Planning and Family Dynamics: Navigating Tough Conversations
Financial planning is about more than numbers, budgets, and investments—it’s about people. Family dynamics play a significant role in shaping our financial decisions, priorities, and goals. However, discussing finances within a family can be one of the most challenging conversations to have. From differing opinions to deeply personal values, money has the power to bring […]
How to Plan for Rising Healthcare Costs in Retirement: A Practical Guide
Planning for retirement is often filled with dreams of travel, relaxation, and spending time with loved ones. However, one aspect of retirement that tends to catch many off guard is the rising cost of healthcare. As a financial planner with over 43 years of experience, I’ve seen how healthcare expenses can become one of the […]
Navigating Financial Documents: Why You Need a Will, Trust, or Directive and Who to Consult
By Wesley Howard Triani When we think about financial planning, we often focus on saving for retirement, managing investments, or sticking to a budget. However, equally critical—and frequently overlooked—are the financial documents that ensure your wishes are honored when you can no longer make decisions for yourself. Wills, trusts, and directives are the foundation of […]
Maximizing Your Employer Benefits: How to Make the Most of Your 401(k) and Beyond
By Wesley Howard Triani Employer benefits are one of the most valuable tools for building a secure financial future, yet many people don’t fully take advantage of them. From retirement savings plans like 401(k)s to health savings accounts (HSAs) and professional development opportunities, your employer’s benefits package can be a powerful resource for achieving your […]
Balancing Work and Life: How to Plan for Retirement While Enjoying the Present
Planning for retirement is one of the most important financial tasks you’ll ever undertake. It’s about ensuring that you have enough savings and security to enjoy your later years without financial stress. But, as important as it is to save for the future, it’s equally important not to lose sight of living your life in […]
The Importance of Persistence in Financial Planning: Why Patience Pays Off
When it comes to financial planning, there’s one quality that often separates those who succeed from those who struggle: persistence. Throughout my 43 years in financial services, I’ve seen time and again that persistence—combined with patience—can make all the difference in achieving long-term financial goals. Financial planning isn’t about quick fixes or instant results; it’s […]